Mondaq Canada: Wealth Management
McLennan Ross LLP
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Fuller Landau
There are four main events that create a financial windfall: sale of business, lottery win, inheritance, or high net worth divorce situation.
Crowe MacKay LLP
Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
Minden Gross LLP
You might think that giving generous gifts of property or other assets to family members would be fairly cut-and-dried affair.
Crowe Soberman LLP
You are in your 50s or 60s and looking forward to enjoying retirement life in a few years.
Miller Thomson LLP
Rectification is an equitable remedy that allows judicial corrections of a document that, by error in writing, does not reflect the true intentions of the parties.
Miller Thomson LLP
In early February 2015, the Washington based International Consortium of Investigative Journalists released its latest report on the depths of HSBC’s involvement with clients in a wide array of illegal activities
Crowe Soberman LLP
When our medical professional clients meet with us for their annual financial checkup, our primary objective is to ensure that they leave informed and with a sense of relief and comfort.
Borden Ladner Gervais LLP
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Borden Ladner Gervais LLP
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Fuller Landau
Are you ready? The 2014 RRSP contribution deadline is fast approaching! Here are the 2014 RRSP deadlines and contribution limits you need to know ..
MNP
There’s a classic Yogi Berra quote that I often use when talking to clients as it fits so many situations and businesses: "If you don’t know where you are going, you might not get there".
Blake, Cassels & Graydon LLP
The Canada Revenue Agency (CRA) opened its Offshore Tax Informant Program (OTIP) on January 15, 2014.
Campbell Valuation Partners Limited
The transfer of business ownership from one generation to the next can be a challenging task.
Dentons
A description of the important considerations for business owners regarding estate planning.
Crowe Soberman LLP
As a family-business advisor, whenever I meet with clients, we invariably discuss their goals, objectives and yes, even their dreams.
Crowe Soberman LLP
Stan and Gloria arrived for their yearly meeting with Jennifer, their accountant, to review their business interests and other financial matters. This meeting, though, had a different focus than usual.
Fasken Martineau
On October 25, 2012 the Canadian Securities Administrators ("CSA") published for comment Consultation Paper 33-403 which discusses the potential benefits and feasibility of imposing a statutory fiduciary duty on advisers and dealers to act in the best interests of clients.
PwC Management Services LP
If you are a beneficiary of a non-resident trust (NRT) or contribute property to one, you could find yourself in hot water with the Canada Revenue Agency (CRA).
PwC Management Services LP
Family trusts can provide many benefits and are set up for various reasons.
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Collins Barrow National Incorporated
It seems that every day now there is an article of some sort addressing aggressive tax structures, often utilizing offshore entities, and the ramifications of (implied) inappropriate, underlying transfer pricing policies.
TaxChambers LLP
On April 8, 2016, a UK-Cayman Islands exchange of notes was signed regarding the sharing of beneficial ownership information.
Cassels Brock
Kingsway Financial Services Inc. v. Kobex Capital Corp. is noteworthy in emphasizing that, when determining whether a take-over bid has occurred, joint actor status is fact dependent and must relate to the take-over bid.
Miller Thomson LLP
The recent Alberta Court of Queen's Bench case, Morrison Estate (Re), 2015 ABQB 769, considered whether the presumption of resulting trust should be applied...
Miller Thomson LLP
Since the enactment of the Family Law Act, Courts have struggled with determining, firstly, if and when the interest of a spouse in a discretionary trust qualifies as "property" as defined...
Borden Ladner Gervais LLP
Most are not impacted and read them out of curiosity. However, for some Canadian residents, there may be cause for concern, but also, a solution.
WeirFoulds LLP
Canadian residents are generally required to annually file a special information return for any year that they held, at any time in that year, "specified foreign property" that had a cost exceeding $100,000.
Rotfleisch & Samulovitch P.C.
The database can be searched by country and when a hit is found it displays related records including other corporations and in some cases individual names.
Borden Ladner Gervais LLP
Financial institutions are besieged by requests to release the assets of deceased people without a probated Will.
McCarthy Tétrault LLP
According to the Department of Finance, certain taxpayers were quick to identify deficiencies in paragraphs 95(2)(a.21) and (a.22).
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